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CIK: 0001986457
Total reported value
$265.0M
$265.0M
55 檔
37.9%
As reported in its official Q2 2024 Form 13F filing, Myecfo, LLC's tracked investment portfolio stood at $265.0M with 55 total positions.
During Q2 2024, Myecfo, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, VEA, SCHF) accounted for 37.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 27.39% | +1.31% | +0.31% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.17% | +0.50% | -0.40% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.52% | +0.03% | -2.79% | |
| 4 | CMF | Ishares California Muni Bond | ETF-Other | 6.82% | -0.99% | +0.90% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 6.00% | -0.21% | +2.46% | |
| 6 | NYF | Ishares New York Muni Bond E | ETF-Other | 4.01% | -0.37% | +123.68% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.58% | -0.61% | -0.26% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.56% | -0.12% | -4.34% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.51% | +0.31% | +1.24% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 2.19% | -0.11% | +10.30% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.11% | — | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.82% | -0.03% | -4.02% | |
| 13 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 1.73% | -0.25% | -32.35% | |
| 14 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.42% | -0.17% | -0.21% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.03% | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.04% | +1.91% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +0.27% | -3.42% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.20% | -0.05% | -43.73% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.19% | +0.01% | -3.61% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.11% | -0.12% | +5.56% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | +0.20% | -9.22% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.97% | +0.02% | -1.44% | |
| 23 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.91% | -0.45% | -3.15% | |
| 24 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.70% | — | +0.89% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.65% | -0.16% | -3.49% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.08% | +1.93% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.02% | +2.53% | |
| 28 | XNCMX | Nuveen Ca Amt-fr Muni Inc | Stock-Other | 0.55% | — | -0.98% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.53% | -0.04% | -2.53% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.05% | — | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | -0.03% | +81.29% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.37% | +0.04% | +6.10% | |
| 33 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.37% | -0.03% | -1.95% | |
| 34 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.34% | -0.12% | -0.39% | |
| 35 | BOX | Box Inc - Class A | Stock-Tech | 0.33% | -0.01% | +7.32% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.32% | +0.06% | +20.26% | |
| 37 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.28% | +0.05% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.02% | -0.43% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | +0.01% | -12.49% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | +0.01% | +13.21% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.26% | -0.02% | -3.50% | |
| 42 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.25% | -0.06% | -0.22% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | +0.02% | -3.64% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.03% | -20.54% | |
| 45 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.20% | +0.16% | +6.15% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.20% | +0.01% | +5.63% | |
| 47 | VDE | Vanguard Energy ETF | ETF-Other | 0.18% | -0.07% | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.18% | +0.01% | +37.89% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | — | +900.00% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.15% | +0.07% | — |
According to official SEC Form 13F filings, Myecfo, LLC reported a total U.S. public equity portfolio value of $265.0M across 55 disclosed positions in Q2 2024.
During Q2 2024, Myecfo, LLC's top holdings by market value included SCHB (27.4%)、VEA (10.2%)、SCHF (7.5%). The largest single position, SCHB, represented 27.4% of total portfolio value.
In Q2 2024, Myecfo, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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